Athena Investment Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Sell |
2,582
-8
| -0.3% | -$2.08K | 0.37% | 68 |
|
|
2025
Q1 | $631K | Hold |
2,590
| – | – | 0.38% | 62 |
|
|
2024
Q4 | $660K | Hold |
2,590
| – | – | 0.38% | 64 |
|
|
2024
Q3 | $761K | Sell |
2,590
-30
| -1% | -$8.82K | 0.43% | 57 |
|
|
2024
Q2 | $635K | Hold |
2,620
| – | – | 0.39% | 64 |
|
|
2024
Q1 | $701K | Sell |
2,620
-6
| -0.2% | -$1.61K | 0.42% | 61 |
|
|
2023
Q4 | $649K | Sell |
2,626
-7
| -0.3% | -$1.73K | 0.42% | 58 |
|
|
2023
Q3 | $482K | Hold |
2,633
| – | – | 0.35% | 66 |
|
|
2023
Q2 | $620K | Hold |
2,633
| – | – | 0.43% | 56 |
|
|
2023
Q1 | $534K | Hold |
2,633
| – | – | 0.38% | 58 |
|
|
2022
Q4 | $512K | Hold |
2,633
| – | – | 0.38% | 64 |
|
|
2022
Q3 | $451K | Buy |
2,633
+125
| +5% | +$21.4K | 0.38% | 62 |
|
|
2022
Q2 | $458K | Buy |
+2,508
| New | +$458K | 0.36% | 64 |
|